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TriaGen Wealth Management’s SBA Communications SBAC Stock Holding History

TriaGen Wealth Management’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,183
Closed -$2.03M – 181
2020
Q4 		$2.03M Buy
+7,183
New +$2.11M 1.19% 23

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TriaGen Wealth Management's SBAC Position: Q1 2021 in Review

TriaGen Wealth Management sold out of SBA Communications (SBAC) in Q1 2021, closing a stake of 7,183 shares — an estimated $2.03M sold.

TriaGen Wealth Management first reported a position in SBAC in Q4 2020 and held it in 1 quarter. The position peaked at $2.03M in Q4 2020. 606 funds tracked by Wall St. Rank hold SBAC as of Q1 2021.

  • TriaGen Wealth Management reported no remaining SBA Communications position as of Q1 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 7,183 SBA Communications shares in Q1 2021, an estimated $2.03M.
  • TriaGen Wealth Management first reported a position in SBA Communications in Q4 2020 and held it in 1 quarter.
  • TriaGen Wealth Management's SBA Communications position peaked at $2.03M in Q4 2020.
  • 606 funds tracked by Wall St. Rank held SBA Communications as of Q1 2021.

Based on TriaGen Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.